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MYCIO Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

MYCIO Wealth Partners’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,089
Closed -$1.16M – 170
2019
Q4 		$1.16M Buy
8,089
+449
+6% +$62.7K 0.08% 115
2019
Q3 		$1.06M Buy
7,640
+5,050
+195% +$702K 0.08% 107
2019
Q2 		$345K Buy
2,590
+800
+45% +$98.9K 0.03% 214
2019
Q1 		$218K Buy
1,790
+125
+8% +$15.4K 0.02% 266
2018
Q4 		$202K Sell
1,665
-349
-17% -$40.5K 0.02% 260
2018
Q3 		$227K Sell
2,014
-500
-20% -$57.4K 0.02% 256
2018
Q2 		$298K Buy
2,514
+900
+56% +$111K 0.03% 212
2018
Q1 		$203K Sell
1,614
-55
-3% -$6.94K 0.02% 235
2017
Q4 		$206K Sell
1,669
-1,000
-37% -$121K 0.02% 231
2017
Q3 		$324K Buy
2,669
+349
+15% +$42.4K 0.04% 186
2017
Q2 		$274K Buy
2,320
+251
+12% +$30K 0.03% 184
2017
Q1 		$246K Hold
2,069
– – 0.03% 198
2016
Q4 		$227K Buy
2,069
+1,740
+529% +$202K 0.03% 193
2016
Q3 		$41K Hold
329
– – 0.01% 378
2016
Q2 		$42K Hold
329
– – 0.01% 358
2016
Q1 		$39K Hold
329
– – 0.01% 348
2015
Q4 		$33K Hold
329
– – 0.01% 340
2015
Q3 		$35K Buy
+329
New +$35.5K 0.01% 344
2015
Q2 		– Sell
-1,250
Closed -$142K – 716
2015
Q1 		$142K Buy
+1,250
New +$146K 0.03% 174
2014
Q1 		– Sell
-91
Closed -$11K – 633
2013
Q4 		$11K Hold
91
– – ﹤0.01% 439
2013
Q3 		$12K Sell
91
-350
-79% -$44.9K ﹤0.01% 389
2013
Q2 		$53K Buy
+441
New +$60.4K 0.01% 224

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MYCIO Wealth Partners's GLD Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of SPDR Gold Trust (GLD) in Q1 2020, closing a stake of 8,089 shares — an estimated $1.16M sold.

MYCIO Wealth Partners first reported a position in GLD in Q2 2013 and held it in 22 quarters. The position peaked at $1.16M in Q4 2019. 1,345 funds tracked by Wall St. Rank hold GLD as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining SPDR Gold Trust position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 8,089 SPDR Gold Trust shares in Q1 2020, an estimated $1.16M.
  • MYCIO Wealth Partners first reported a position in SPDR Gold Trust in Q2 2013 and held it in 22 quarters.
  • MYCIO Wealth Partners's SPDR Gold Trust position peaked at $1.16M in Q4 2019.
  • 1,345 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.